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    Playbook

    Implementation GuideFrom Scoping to a Measured Result

    A sequence that keeps AI work accountable: one workflow, one baseline, one team, and one honest decision at the end of the quarter.

    Six phases in order

    1

    Phase 1: Scope one workflow

    Name the task, its current owner, the volume it runs at, and the decision its output feeds. Reject any candidate where those four facts cannot be written in a sentence each.

    2

    Phase 2: Record the baseline

    Capture cycle time, error rate, rework rate, and cost per unit as they stand today. This is the only number the project will later be judged against, so it has to be collected before anything changes.

    3

    Phase 3: Write the limits

    Document which decisions stay human, which data never leaves your systems, and which output always requires sign-off. Approvals move faster when the exclusions are explicit.

    4

    Phase 4: Build the narrowest version

    Ship the smallest thing that touches real data for real users, with logging and monitoring in place from the first day rather than added after launch.

    5

    Phase 5: Run it with one team

    Give a single team the new workflow as their default for several weeks while the old process stays available. Watch how often they fall back, and why.

    6

    Phase 6: Measure and decide

    Compare against the baseline and make an explicit call: widen it, fix a specific gap, or stop. A project without a stop option tends to keep consuming budget indefinitely.

    What You Should Have on Paper

    A one-page workflow definition with a named owner
    A baseline sheet with cycle time, error rate, and volume
    A written exclusion list of decisions that stay human
    An evaluation set of thirty to fifty cases with known answers
    A monitoring plan covering accuracy, cost, and fallback rate
    A go, fix, or stop decision memo at the end of the quarter

    Run This Sequence With Us

    We will walk your first workflow through these phases and tell you where the plan is likely to stall before you spend the budget.